InsurTech Aggregators: Demand or Supply First in India
India's InsurTech aggregators face a binary choice: chase millions of underinsured consumers or build supply moats with insurers. The answer isn't symmetric. Data shows demand-side density matters less than supply-side lock-in in a market where 300M Indians have zero insurance coverage.
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Amit Tyagi
Founder, AletheiaAI & GP, Fitoor Capital
Veteran of India's startup ecosystem. Writing about fundraising, investor psychology, and what it takes to build fundable startups in India.
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